Retirement

Revisions to the House tax plan are expected and experts advise employers to continue thinking about retirement plan alternatives.

By leaving retirement accounts as is, Congress missed an opportunity to help workers who have not saved for the future.

Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.

Clients who intend to name minor children as beneficiaries of their IRAs should take into consideration the "kiddie tax" before making a decision.

It is also not expected to repeal the Obamacare individual mandate.

GOP tax reform could have employers re-thinking how they can best help employees to save for retirement.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

Advisers should use storytelling to make handling post-retirement finances relatable and to encourage active planning for the future.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

As COO of HUB International Midwest, Jeffrey Faber reveals what employers want and how to spread complex signups for benefits over the course of a year.